U
$17.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-16-2022
- Office Locations
- 1
Office Locations
118 E Virginia Ave. Vinton VA
About Upward Financial Planning
Upward Financial Planning is a Vinton-based RIA. The firm has been operating for 4 years. Managing $17.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
34 AVG AGE
$17.2M AVG AUM / ADVISOR
$193.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Daniel Ryan Colston
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner
- CRD
- #6896745
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,219,300 | -- |
| Non-Discretionary | $972,385 | -- |
| Total | $17,191,685 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing